Company profile: Vestwell
1.1 - Company Overview
Company description
- Provider of a digital savings platform for employee retirement and education benefits, offering workplace 401(k) and 403(b) plans, employer-sponsored Student Loan PayDown and College SaveUp contributions to 529 plans, individual IRAs, 529 education savings plans, and ABLE accounts for individuals with disabilities.
Products and services
- 401(k) & 403(b) Plans: Platform-integrated workplace-sponsored retirement plans that allow employees to save for retirement using Vestwell’s digital savings platform, architected to create employer retirement programs
- IRA: Account-based individual retirement accounts available for personal retirement savings, delivered through Vestwell’s platform to create a dedicated personal retirement account
- 529 Plans: Tax-advantaged education savings accounts offering benefits for future education expenses, engineered to establish dedicated savings for education costs
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Vestwell
Novia Financial
HQ: United Kingdom
Website
- Description: Provider of wealth management and investment platforms for financial advisers and their clients, offering Wealthtime and Wealthtime Classic, product wrappers (ISA, SIPP, GIA, Offshore Bond, Junior ISA), broad investment access (shares, funds, ETFs, structured products, bonds, cash deposits, equities), portfolio tools (CGT calculator, intelligent rebalancing, family linking), and retirement services such as Drip-Feed Drawdown and flexible payment dates.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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View full Novia Financial company profile →
Capitalab
HQ: United Kingdom
Website
- Description: Provider of margin and capital optimization and option compression services for derivatives, reducing counterparty risk, capital and funding costs, and mark-to-market exposure. Offers multilateral compression (OTC Rates, FX, listed Equity options) via Swaptioniser, brokerage, execution and advisory in derivatives, and software for valuation and compression, enhancing operational efficiency while maintaining market risk.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Gambit Finance
HQ: Belgium
Website
- Description: Provider of investment advisory, portfolio optimization and risk management solutions via investment and wealth management platforms for client onboarding, investor profiling, goal definition, pension simulation, client segmentation, model portfolios, advisor dashboard, reporting, recommendations, projections and historical performance analysis; Robo Advisor, personalized pension solutions and platforms such as MyMand@te and Birdee.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Gambit Finance company profile →
Scout Finance
HQ: United States
Website
- Description: Provider of a SaaS application that automates and enhances equity research and financial analysis for fundamental public markets investors, delivering next-generation data analytics and workflow solutions to manage the research process, including from mobile devices.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Message Automation
HQ: United Kingdom
Website
- Description: Provider of post-trade OTC derivatives solutions, helping clients with house and client clearing, affirmation and confirmation, management of incoming data from CCPs and brokers, trade and transaction reporting, and SEF.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Message Automation company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Vestwell
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Vestwell
2.2 - Growth funds investing in similar companies to Vestwell
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4 - Top valuation comps for Vestwell
4.2 - Public trading comparable groups for Vestwell
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